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Newbridge Financial Services Group’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Newbridge Financial Services Group’s Portfolio PEJ Stock Details PEJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$5K – 1493
2021
Q1 		$5K Buy
+100
New +$4.61K ﹤0.01% 1036

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Morgan Stanley
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HighTower Advisors
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LPL Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
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Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Newbridge Financial Services Group's PEJ Position: Q2 2021 in Review

Newbridge Financial Services Group sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q2 2021, closing a stake of 100 shares — an estimated $5K sold.

Newbridge Financial Services Group first reported a position in PEJ in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 188 funds tracked by Wall St. Rank hold PEJ as of Q2 2021.

  • Newbridge Financial Services Group reported no remaining Invesco Leisure and Entertainment ETF position as of Q2 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 100 Invesco Leisure and Entertainment ETF shares in Q2 2021, an estimated $5K.
  • Newbridge Financial Services Group first reported a position in Invesco Leisure and Entertainment ETF in Q1 2021 and held it in 1 quarter.
  • Newbridge Financial Services Group's Invesco Leisure and Entertainment ETF position peaked at $5K in Q1 2021.
  • 188 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q2 2021.

Based on Newbridge Financial Services Group's 13F filing for Q2 2021, filed 7 Sep 2021.